Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$12.1M
3
+$10.7M
4
GE icon
GE Aerospace
GE
+$9.52M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.33M

Top Sells

1
+$7.29M
2
+$6.88M
3
+$4.67M
4
MWV
MEADWESTVACO CORP
MWV
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.8M

Sector Composition

1 Financials 11.05%
2 Healthcare 10.85%
3 Technology 9.82%
4 Consumer Staples 9.25%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$209K 0.01%
3,287
-217
727
$209K 0.01%
+3,267
728
$208K 0.01%
+6,719
729
$207K 0.01%
2,378
730
$204K 0.01%
4,120
-136
731
$203K 0.01%
+9,261
732
$202K 0.01%
+3,731
733
$201K 0.01%
+4,045
734
$200K 0.01%
11,807
-2,308
735
$192K 0.01%
+7,523
736
$173K 0.01%
4,469
-435
737
$171K 0.01%
11,949
738
$170K 0.01%
1,223
+145
739
$169K 0.01%
1,097
-104
740
$126K ﹤0.01%
13,430
-3,125
741
$123K ﹤0.01%
+3,648
742
$121K ﹤0.01%
20,000
743
$97K ﹤0.01%
+12,093
744
$88K ﹤0.01%
11,605
745
$87K ﹤0.01%
1,053
-35
746
$79K ﹤0.01%
13,592
-44,015
747
$78K ﹤0.01%
12,430
-10,415
748
$75K ﹤0.01%
35,770
-170,200
749
$63K ﹤0.01%
11,220
-27,310
750
$61K ﹤0.01%
394
28 29
30
31 32